ESCO Technologies (NYSE:ESE) Issues Q3 2026 Earnings Guidance

Key Points

• Q3 2026 EPS guidance: ESCO set Q3 EPS guidance of 2.050–2.150 (roughly in line with the consensus 2.09) and updated FY 2026 guidance to 8.000–8.250 EPS, while not providing Q3 revenue guidance (consensus ~$347M).
• ESCO reported Q2 EPS of $1.91, beating the $1.84 estimate, with revenue of $309.34M (slightly above forecasts) and a strong net margin of 25.28%, underpinning management's outlook.
• Shares slipped about 1.2% to $331.57 midday despite an average analyst rating of "Buy" and a consensus price target of $300, with institutional investors holding roughly 95.7% of the stock.

ESCO Technologies (NYSE:ESE - Get Free Report) updated its third quarter 2026 earnings guidance on Thursday. The company provided EPS guidance of 2.050-2.150 for the period, compared to the consensus EPS estimate of 2.090. The company issued revenue guidance of -, compared to the consensus revenue estimate of $347.0 million. ESCO Technologies also updated its FY 2026 guidance to 8.000-8.250 EPS.

Wall Street Analysts Forecast Growth

Several analysts have recently issued reports on the stock. Wall Street Zen cut shares of ESCO Technologies from a "strong-buy" rating to a "buy" rating in a research report on Sunday, February 15th. Deutsche Bank Aktiengesellschaft reiterated a "buy" rating and set a $400.00 price target on shares of ESCO Technologies in a report on Friday, April 17th. Finally, Weiss Ratings lowered shares of ESCO Technologies from a "buy (a-)" rating to a "buy (b)" rating in a research report on Tuesday, February 10th. One analyst has rated the stock with a Strong Buy rating, three have given a Buy rating and one has given a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of "Buy" and a consensus target price of $300.00.

ESCO Technologies Trading Down 1.2%

ESCO Technologies stock traded down $4.02 during midday trading on Thursday, reaching $331.57. The stock had a trading volume of 298,538 shares, compared to its average volume of 271,320. The company has a quick ratio of 0.89, a current ratio of 1.33 and a debt-to-equity ratio of 0.08. ESCO Technologies has a 52-week low of $170.11 and a 52-week high of $346.20. The firm has a market cap of $8.59 billion, a price-to-earnings ratio of 28.22, a price-to-earnings-growth ratio of 2.12 and a beta of 1.18. The company has a fifty day moving average of $291.93 and a 200 day moving average of $245.88.

ESCO Technologies (NYSE:ESE - Get Free Report) last posted its quarterly earnings data on Thursday, May 7th. The scientific and technical instruments company reported $1.91 earnings per share for the quarter, topping analysts' consensus estimates of $1.84 by $0.07. ESCO Technologies had a net margin of 25.28% and a return on equity of 12.55%. The company had revenue of $309.34 million for the quarter, compared to analyst estimates of $307.88 million. ESCO Technologies has set its Q3 2026 guidance at 2.050-2.150 EPS and its FY 2026 guidance at 8.000-8.250 EPS. On average, analysts anticipate that ESCO Technologies will post 8.1 earnings per share for the current fiscal year.

Hedge Funds Weigh In On ESCO Technologies

A number of hedge funds have recently added to or reduced their stakes in ESE. AQR Capital Management LLC grew its stake in ESCO Technologies by 60.5% in the 1st quarter. AQR Capital Management LLC now owns 7,683 shares of the scientific and technical instruments company's stock worth $1,223,000 after acquiring an additional 2,896 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its stake in ESCO Technologies by 4.5% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 15,399 shares of the scientific and technical instruments company's stock worth $2,450,000 after acquiring an additional 664 shares in the last quarter. Dynamic Technology Lab Private Ltd bought a new position in ESCO Technologies in the 1st quarter worth about $228,000. United Services Automobile Association bought a new position in ESCO Technologies in the 1st quarter worth about $261,000. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its stake in ESCO Technologies by 19.8% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 82,500 shares of the scientific and technical instruments company's stock worth $13,127,000 after acquiring an additional 13,648 shares in the last quarter. 95.70% of the stock is currently owned by institutional investors.

ESCO Technologies Company Profile

ESCO Technologies Inc is a diversified manufacturer of engineered products and systems designed to meet customers' critical performance requirements in the test, measurement, control, and filtration of data, fluids, and gases. The company serves a wide range of end markets, including commercial aerospace, defense, industrial, medical, and communication network sectors. ESCO's solutions are tailored to environments where reliability, precision and regulatory compliance are paramount.

Operating through multiple business segments, ESCO Technologies delivers test and measurement instruments such as RF and microwave components, signal distribution systems, and integrated test enclosures that support defense and aerospace programs.

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